Volatile markets reshaping the way universities invest

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Rising inflation, political instability, recessionary fears and income stability are key issues that will impact how universities invest over the next three years, a report released yesterday by Perpetual Private... Read more continue reading

Five years of shaping a better future

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The Perennial Better Future Strategy has reached its five-year milestone with ~$250 million in funds under management and a track record of outperforming the Small Cap Accumulation benchmark. The Fund,... Read more continue reading

Higher income limits for Seniors Health Care

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The legislation to significantly increase the cut-off limit for entitlement to the Seniors Health Care has been enacted.  Now the relevant cut-off limits are $90,000 for a single (previously $61,284)... Read more continue reading

Market jitters? Wealthy Australians using alternatives to diversify portfolios 

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Australian investment platform Stropro says its rapid growth, with $100 million in inflows in three years, signifies a growing trend towards alternatives among high-net-worth investors (HNWI). Some 75% of Stropro’s... Read more continue reading

A smooth transition to retirement

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Over the coming years, 5.5 million people born between 1946 and 1964 will retire, increasing the demand for retirement advice. This article, sponsored by Russell Investments, discusses the importance of... Read more continue reading

Small caps – the growth engine of an investment portfolio

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Despite the fact they often punch above their weight, smaller companies can be overlooked in an investment portfolio. This article from GSFM examines the small cap universe, the investment case... Read more continue reading

Pockets of opportunity in small caps but earnings risk a factor

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There are pockets of opportunity in small caps, with parts of the sector trading at discounts compared to their large cap counterparts, but investors need to watch the potential for... Read more continue reading

Older Australians rush to refinance mortgages

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Household Capital, a leading Australian provider of home equity retirement funding, is experiencing a surge in demand from older Australians struggling to meet mortgage repayments given the increases in both... Read more continue reading

Macroscope: As safe as houses?

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Ninety One Analyst Rebecca Phillips and Strategist Russell Silberston query not only if houses are as safe an investment, but what are the economic implications when things go wrong? From... Read more continue reading

Life insurance critical to objective of super

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The protection of life insurance is part of the promise of superannuation. MLC Life Insurance has made the case for group insurance in a submission to the Australian Government’s consultation... Read more continue reading